+18.9%
CCEP vs BTG
+27.7%
-8.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.8% |
| 7D | -5.7% | -5.5% | -0.3% | -5.6% |
| 30D | -3.4% | +6.1% | -9.5% | -3.6% |
| 3M | +5.5% | +38.6% | -33.1% | +4.1% |
| 6M | +2.2% | +0.7% | +1.5% | +1.5% |
| YTD | +14.6% | +20.3% | -5.7% | +14.0% |
| 1Y | +18.9% | +25.0% | -6.1% | +17.0% |
| All | +18.9% | +27.7% | -8.8% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BTG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling